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Ensora Mental Health Ideas Portal
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Pinned ideas

PINNED Show group note status on the group's appointment history
When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

All ideas

Showing 2015 of 2015

Notify assigned staff of new contact log entry

As a staff member assigned to a case, notify me or alert me when a new contact log entry has been created.
Guest over 3 years ago in Notes & Cases 2 Future consideration

Allow double-booking for events but not appointments

Allow non-client events to be double booked on my calendar but not client events.
Guest almost 3 years ago in Calendar & Scheduling 2 Future consideration

Add ability to mark a client as deceased

Can you add a place, like in client detail (somewhere quick and easy where it can be seen by all permissions) where it could be marked to show client has deceased? That way we don't have various staff calling and trying to schedule/reschedule an a...
Guest over 4 years ago in Clients & Groups 0 Future consideration

Make exceptions for conflicts with recurring appointments

Recurring appointments often conflict with exceptional events like Thanksgiving, or a scheduled personal appointment. It would be nice for the calendar to show upcoming conflicts with the repeat appointment and have an option to choose "Skip this ...
Doug Burford over 4 years ago in Calendar & Scheduling 1 Future consideration

Add couple's counseling questionnaire as intake form

Add an intake form for a couple's counseling questionnaire so I don't have to create it from scratch.
Guest almost 3 years ago in Notes & Cases 0 Future consideration

Automatically approve client appointment requests

If a client requests an appointment through the client portal for a future date then have those appointments automatically approved and added to my calendar.
Guest almost 3 years ago in Appointments & Scheduling 3 Future consideration

Increase size of paragraph dynamic form element

When creating a Dynamic Form and inserting the paragraph form element, make the text area larger so I can see more of what I type so I don't have to expand it every time.
Guest almost 3 years ago in Dynamic Forms / Notes & Cases 1 Future consideration

Email client when credit card charge is voided

Send an email to my client if I void a credit card charge. Sometimes I accidentally charge their card and if they got an email that I voided it, then it would save from them calling me.
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Add additional options to client progress

When filling out the Client Progress section in a progress note, add additional selection options besides "Progress" and "No Progress" because I want to report on other things.
Guest over 3 years ago in Notes & Cases 3 Future consideration

Filter appointments history breakdown report by provider

Allow me to run the Appointments History Breakdown report for a specific provider.
Guest over 3 years ago in Reporting 2 Future consideration